See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,100 | $150,440-44.8% | $136,294-39.0% | $147,584-43.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,068 | $5,256+34.5% | $4,695+50.5% | $4,876+45.0% |
| Participant deferral / active EE | $14,944 | $6,630+125.4% | $6,247+139.2% | $5,439+174.8% |
| Admin fee / account holder | $29,281 | $10,905+168.5% | $9,243+216.8% | $10,885+169.0% |